MPW

Melone Private Wealth Portfolio holdings

AUM $221M
1-Year Est. Return 3.95%
This Quarter Est. Return
1 Year Est. Return
+3.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$8.47M
3 +$1.27M
4
AMZN icon
Amazon
AMZN
+$213K
5
NVDA icon
NVIDIA
NVDA
+$207K

Sector Composition

1 Financials 1.47%
2 Consumer Discretionary 0.11%
3 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.11%
2,822
+30
52
-10,311